client service opportunities

seven changes in the new taxpayer first act clients need to know

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young man under rain-covered umbrellaone congressman says it “levels the playing field.”

by barry j. friedman, cpa
industrynewsletters

the taxpayer first act of 2019 is redesigning how the irs works with taxpayers, even though it may take a while for many of the provisions to take effect.

more: how manufacturers can use the r&d tax credit | padding your tax deductions? the consequences are serious | beware the taxes of self-employment | charitable giving under tcja
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some experts have highlighted the following aspects of the bill as especially important:
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why we train on excel, word and adobe

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woman training man at computerare you losing time every day?

by ed mendlowitz
call me before you do anything: the art of accounting

i’ve written about my introduction to quickbooks and how we took our entire staff to a training course for it.

more: i used to hate quickbooks | 26 value-added benefits clients need to know | how an out-of-work tax preparer ‘saved’ our lives | i always want to be ’the other guy’s accountant’ | learning from lee iacocca et al. | i lost a client to an accounting firm with cheaper fees
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

today i am writing about training for the most basic software we use: excel, word and adobe. we have taken our staff to courses for these programs and have periodic in-house training, but i realize many firms do not.
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i used to hate quickbooks

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businessman looking thoughtfulthink about who you’re serving.

by ed mendlowitz
call me before you do anything: the art of accounting

i really used to hate quickbooks, but not anymore.

more: 26 value-added benefits clients need to know | stop pricing by the hour | getting by giving back | some mistakes i made | growing with a client | getting a referral from an adversary | start with the cash | why a break-even analysis matters
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when qb came out, most of my small business clients were using dos-based accounting software, and we were using similar software for our after-the-fact work. at some point we were getting new clients that had purchased qb and we needed to learn how to use it. the first few times i worked on such clients i started compiling a list of the specifics of what was “wrong” with qb.
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stop pricing by the hour

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scale with coins on one side, alarm clock on the otherwhat are you really selling?

by ed mendlowitz
call me before you do anything: the art of accounting

when i was starting out i read a number of books by master salesman elmer wheeler, who said, among many other things, “sell the sizzle, not the steak.”

more: things change | how an out-of-work tax preparer ‘saved’ our lives | i always want to be ’the other guy’s accountant’ | learning from lee iacocca et al. | how i saved a business | the staffer who was too smart | how i got a mercedes as a fee
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

this left me with thoughts of always telling clients, or whomever i interacted with, about the value and benefits of dealing with me while de-emphasizing the cost.
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things change

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businessman holding a wastebasket with a desktop computer in it“we have to use what has become almost universal if we want to be connected.”

by ed mendlowitz
call me before you do anything: the art of accounting

innovation requires change, and many of us resist or are reluctant to change. but hopefully not me.

more: how an out-of-work tax preparer ‘saved’ our lives | getting by giving back | some mistakes i made | growing with a client | start with the cash | why a break-even analysis matters | how i owned a printing company and restaurant | kennedy’s acceptance speech | what consulting is
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

i continually look for what’s new that can be adapted to what i am doing. sometimes it’s hard to keep up and it seems it is getting harder and harder.
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